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Utilities SPDR shares owned by Stronghold Wealth Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Stronghold Wealth Management from 13F filings

Historical chart of Stronghold Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Stronghold Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Stronghold Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $618k 14k 45.89

More positions owned by Stronghold Wealth Management

State Street Spdr S&p 500 Etf Etf (SPY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Microsoft Corp Stock (MSFT)
Ishares Preferred & Income Securities Etf Etf (PFF)
Blackstone Secd Lending Cef (BXSL)
Ishares Russell 2000 Growth Etf Etf (IWO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Apple Stock (AAPL)
Ishares Select Dividend Etf Etf (DVY)
Nvidia Corporation Stock (NVDA)
Ishares Russell 1000 Etf Etf (IWB)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Stronghold Wealth Management

Top funds holding Utilities SPDR

Bank of America Corporation
UBS Group
Morgan Stanley
LPL Financial
Jane Street
Wells Fargo & Company
Barclays
Millennium Management
Susquehanna International
Tudor Investment Corporation
Envestnet Asset Management
Ameriprise Financial
Citigroup
Raymond James Financial
Citadel Advisors

View all funds holding Utilities SPDR